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Exporting is going perfect ! however one problem, how can you export the text inputted after the " Log an Internal Note " ?
I have went into the level selecting all the fields in the export section, even selecting " export all data " under " export type " however i did not saw the information regarding the " internal notes ",
Anyone has an idea if its possible to export the internal notes ? please advise
PS : as i cant send pictures yet, what i mean is for instance in the Leads section, under the lead there is a " Send a message " or " log an internal note " , what im trying to export is the info in the " internal note " section, anyone has an idea on that ?
I'm not sure if you're looking for the notes in the tab 'internal' or the notes as in the messages from users etc on a lead so I've written both out.
Option 1 - Exporting notes from the 'Internal Notes' tab:
Option 2 - Exporting messages from a lead (made by users etc):
If you want to export the messages that are placed by users under the tabs (at the bottom) you will need to export message_ids/child_ids/body like this:
Which will look like this in your Excel:
What im trying to export is the text inputted next to " Send a message "
The " internal Notes " exports successfuly " however the info below the " Log an internal Note " does not export
The section where you click on " Log an internal note " and then it would show below .
Was i clear or shall revise my question ? would have been much easier if i could send a picture however still trying to get those karma points hehe
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|Asked: 2/26/15, 5:53 AM|
|Seen: 2346 times|
|Last updated: 3/16/15, 8:10 AM|